+34.0%
CPAY vs AMBA
-21.5%
+55.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +1.9% | +0.6% |
| 7D | -2.7% | +7.1% | -9.8% | -2.9% |
| 30D | +0.6% | -18.1% | +18.7% | +1.3% |
| 3M | +17.0% | +8.4% | +8.7% | +14.6% |
| 6M | +24.1% | +25.7% | -1.6% | +15.2% |
| YTD | +35.7% | -4.2% | +39.9% | +30.5% |
| 1Y | +34.0% | -18.7% | +52.7% | +30.2% |
| All | +34.0% | -21.5% | +55.6% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AMBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling